Someone asks:
So I was thinking of going either FZROX or FNILX for my Roth IRA fund since 10 percent bonds is way too much for a 22 year old like myself, and the two funds above come up a lot during my questions.
Problem is, which one is …
Someone asks:
Hi all, has anyone compared FNILX (Fidelity) vs VOO (Vanguard) and found a reason not to purchase FNILX? Both follow S&P 500 but FNILX is newer and has zero expense ratio.
I’d have to start a Fidelity account to purchase…
Someone asks:
Does anyone know what is the advantage of investing in Fidelity’s Zero Index Funds over their regular counterparts? Besides having zero commission fees.
Is it still advantageous to invest in the non Zero Index funds? Or are …
Someone asks:
How do I change the name of an account? For example I would like to change one of my brokerage accounts name to “Investment Property”. Is that possible?
Having more than one brokerage account named “Individual” can be confu…
Someone asks:
Has anyone did a transfer in kind from an old employee stock plan to Fidelity? I have ESPP (Employee Stock Purchase Plan) shares and RSU’s (Restricted Stock Units) at E*Trade.
I’m also concerned about the transfer of all the…
Someone asks:
Is it okay to have both FXAIX and FNCMX? Fairly new to mutual funds and just trying to figure out everything!
Answers:
Gerry S:
I have both…noticed they moved in different directions a lot last year, so it appears they hav…
Someone asks:
Does anyone understand how the Activity Assessment Fee is calculated when selling stocks?
Answer:
Kyle G:
Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). There is an Opt…